How to Archive a Candidate

There are two way to archive a candidate: #1: From the candidate profile

#2: From the opportunity list

From the candidate profile:

• Click into an opportunity to open the corresponding candidate profile

• Click the Archive button next to the stage drop-down menu

• Select an archive reason from the drop-down menu. If the candidate has other active opportunities, you will be provided with the option to archive those as well.

  

• Click “NEXT”

• Click the “Send Email” box

• Select appropriate [Reject] template from Template drop-down list.
  • Select From: “NO-REPLY” (if not already default)
• Click “ARCHIVE + SEND NOW” Button.

From the opportunity list:

This method is best for archiving multiple opportunities at once.

• Check the box next to the opportunity (or opportunities) that you wish to move in the opportunity list
• Click the Archive button in the action toolbar

• In the modal that appears, select an archive reason from the drop-down menu.
  • If you are archiving multiple opportunities for different jobs, you will also be required to either select the postings associated with the opportunities you wish to archive or Archive everything to archive all checked opportunities.